Quotation Templates | Odoo Sales

Summary

This video tutorial demonstrates how to easily create and use quotation templates in Odoo Sales, aimed at improving business efficiency. The script covers step-by-step instructions for enabling settings, creating a new quotation template, adding products and services, and customizing fields like online payment and signature. It highlights the importance of templates in streamlining the sales process, saving time, and ensuring consistency. The video also showcases how to apply templates to customer quotations, allowing for quick order generation, and explains how customers can confirm and pay for their orders, ultimately transforming quotations into official sales orders with minimal effort.

Takeaways

• 😀 Quotation templates help businesses save time by allowing salespeople to create pre-configured quotations with custom details and products.
• 😀 Enabling the 'quotation template' setting in Odoo is the first step in creating and using templates efficiently.
• 😀 Once the setting is enabled, users can either select an existing template or create a new one from scratch.
• 😀 The 'quotation validity' field allows businesses to set an expiration period for promotional templates, such as 30 days for limited-time offers.
• 😀 A pre-made confirmation email template can be selected to automatically send when a quotation is confirmed and turned into an official sales order.
• 😀 Quotation templates can be company-specific in a multi-company environment, making it easy to target specific markets.
• 😀 The 'quotation calculator' tool helps when dealing with customized products, though it's not necessary for standard products like office furniture.
• 😀 Online signature and payment options can be enabled for quotations, allowing customers to confirm orders with a signature and partial payment.
• 😀 Optional products and services, like furniture assembly, can be added to a quotation template to encourage additional sales.
• 😀 Terms and conditions specific to the template or products can be added for clarity and legal protection.
• 😀 Once a quotation template is set up, it can be quickly applied to a new quotation, auto-populating the order lines and expiration dates, streamlining the sales process.

Q & A

What is the primary benefit of using quotation templates in business?

Quotation templates help businesses save time by enabling salespeople to quickly generate quotes with pre-configured details, such as products and settings, which increases efficiency.

How can a user enable the quotation template setting in Odoo?

To enable the quotation template setting in Odoo, navigate to the configuration menu, select 'Settings,' scroll down to the 'Quotation and Order' section, and enable the 'Quotation Template' setting. Don’t forget to click 'Save.'

What options do users have when creating a new quotation template in Odoo?

When creating a new quotation template, users can specify the template's title, set validity dates, choose email confirmation templates, select the invoicing journal, enable online signature or payment options, and add product lines or optional products.

What does the 'quotation validity' field represent, and how is it used?

The 'quotation validity' field determines how long the quotation template remains valid. For example, setting it to 30 days would make the template valid for one month, ideal for time-limited promotional offers.

How does the quotation calculator feature work in Odoo?

The quotation calculator is a tool for customizing complex orders, such as solar panel sales, by allowing customers to adjust product specifications and see real-time calculations of costs, such as transport and assembly.

What is the purpose of the 'optional products' tab in the quotation template?

The 'optional products' tab allows salespeople to add additional products or services that customers might be interested in, such as a cable management box or furniture assembly, to increase sales opportunities.

How do salespeople add products to the quotation template?

Salespeople can add products to the quotation template by clicking 'Add a Product' and selecting the desired product from the database, then adjusting quantities as necessary. Optional products can also be added through the 'optional products' tab.

What can be done under the 'terms and conditions' tab in the quotation template?

Under the 'terms and conditions' tab, users can input specific terms for the quotation, ensuring clarity on policies and guidelines for both the customer and the business. This can include standard company terms or more detailed conditions for specific sales.

How does the 'quote builder' feature enhance the quotation process?

The 'quote builder' feature allows users to create visually appealing PDF quotations by customizing header and footer pages, helping businesses present professional and personalized quotes to their customers.

What is the process for using a quotation template in a sales order?

To use a quotation template, the salesperson creates a new quotation, selects the appropriate template, and the template automatically populates the quotation with product details, terms, and optional products. The quotation can then be sent to the customer for approval and payment.